The team at Braun-Bostich & Associates provides nine things to consider in the current market and economy, including tips on minimizing taxes, rebalancing your portfolio, considering a Roth conversion, using charitable donations advantageously, and more.
Embarking on retirement heralds a transformative chapter in life. By strategically prioritizing and consulting with a financial advisor, you can craft a retirement blueprint that might exceed your wildest dreams.
Qualified charitable distributions from an IRA provide individuals over 70 1⁄2 with a way to receive income tax savings on charitable gifts — even if they decide to take the newly increased standard deduction. In this blog post, discover tips for getting tax savings on charitable contributions and learn more about QCDs.
When determining whether or not you have enough money to retire, there are many factors to consider, and the size of a nest egg is most certainly not “one size fits all”. Learn about these factors and other retirement considerations.
Find out everything you need to know about charitable remainder trusts (CRTs), which are vehicles that move highly appreciated assets into income producing assets over a period of years, with the remainder of the donated assets going to your favorite charity or charities.
Find out everything you need to know about qualified charitable distributions (QCDs), which is a way to give from your pre-tax IRA account directly to a charitable organization and avoid being taxed on the amount given.
